We are live on ! Find out more
IYG icon

iShares US Financial Services ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
251
Costello Asset Management
Pennsylvania
$2.36K +$2.42K +30 New
FWP
252
FAS Wealth Partners
Kansas
$1.41K
KFI
253
Key Financial Inc
Pennsylvania
$1.41K
PFBT
254
Parkside Financial Bank & Trust
Missouri
$79 +$81 +1 New
IAA
255
Independent Advisor Alliance
North Carolina
-$9.9M -127,252 Closed
ACM
256
Advisors Capital Management
New Jersey
-$1.01M -12,941 Closed
CIBC World Market
257
CIBC World Market
Ontario, Canada
-$429K -5,518 Closed
SWP
258
Stratos Wealth Partners
Ohio
-$384K -4,932 Closed
MW
259
Maia Wealth
Colorado
-$364K -4,368 Closed
VCM
260
Vivaldi Capital Management
Illinois
-$277K -3,321 Closed
VP
261
Verum Partners
North Carolina
-$233K -3,000 Closed
EWA
262
EP Wealth Advisors
California
-$163K -2,097 Closed
OP
263
ORG Partners
Indiana
-$117K -1,500 Closed
KFP
264
Keener Financial Planning
Texas
-$70K -900 Closed
GT
265
Glenmede Trust
Pennsylvania
-$22.4K -288 Closed
FGA
266
Fortis Group Advisors
New Jersey
-$13.8K -178 Closed
NSIM
267
North Star Investment Management
Illinois
-$10.7K -138 Closed
IA
268
IFP Advisors
Florida
-$10K -129 Closed
CFGS
269
Concourse Financial Group Securities
Alabama
-$10.1K -123 Closed
CAS
270
Coppell Advisory Solutions
Texas
-$8.4K -108 Closed
T
271
Transce3nd
Texas
-$6.46K -83 Closed
VWM
272
Venturi Wealth Management
Texas
-$5.14K -66 Closed
TVWM
273
Tower View Wealth Management
Wisconsin
-$3.04K -39 Closed
LWANC
274
Laurel Wealth Advisors (North Carolina)
North Carolina
-$2.33K -30 Closed
HWM
275
Hemington Wealth Management
Virginia
-$1K -15 Closed